William Howard & Co. Financial Advisors, Inc.
William Howard & Co. Financial Advisors, Inc. is an SEC-registered wealth manager in Memphis, TN with $342.1M assets under management (AUM, regulatory AUM), +7% over one year. See who owns William Howard & Co. Financial Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105959, SEC 801-31084, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $342.1M (2026-03-10)
- Firm type
- Wealth Manager
- Location
- Memphis, TN
- Employees
- 10
- Clients
- 176
- CRD
- 105959
- Ownership
- HOWARD, WILLIAM, BARKER; ELLZEY, RANDAL, EDMOND; OWENS, SANDRA, MITCHELL; FUGITT, ELNORA, WALTER; HOWARD, SONYA, ELLZEY
How much AUM does William Howard & Co. Financial Advisors, Inc. have?
William Howard & Co. Financial Advisors, Inc. reported $342.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns William Howard & Co. Financial Advisors, Inc.?
Disclosed owners and executives of William Howard & Co. Financial Advisors, Inc. include HOWARD, WILLIAM, BARKER, ELLZEY, RANDAL, EDMOND, OWENS, SANDRA, MITCHELL, FUGITT, ELNORA, WALTER, HOWARD, SONYA, ELLZEY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.